Principal Duties/Responsibilities

 

 

•  Complex data manipulation

• Calculating and valuing the benefits of individual members

• Pension scheme valuations

• Accounting disclosures

• Cross-departmental projects.

• Partner with the Team Leader on managing projects, training and supervision of junior associates 

• Successfully manage own workload while proactively resolving conflicting priorities or other workload issues within the team.
• Develop a trusted advisor relationship with service center and onshore client teams through effective communication and efficient, quality execution of projects.

• Manage expectations and raise appropriate issues to internal and consulting office project managers.
• Contribute to the development of new tools and approaches

• Contribute to profitability by completing budget spreadsheets, monitoring own time spent on project, seeking ways to enhance efficiency and maintaining accurate time records
• Identify opportunities to enhance quality and/or improve processes to reduce costs
• Meet production hours as expected by the business
• Manage projects and leverage resources to produce quality deliverables on time and within budget
• Serve as a mentor and provide technical guidance to junior associates.

 

Additional Responsibility –

• Responsibility of building the technical competence of the team, pro-actively supporting team members’ learning and career development
• Primary point of contact for the team with GB based colleagues who support workflow management, responding to all requests and communications effectively and efficiently.

• Providing input to continuous improvement and process confirmation processes.

 

 

 

 

 

Training & Required Qualifications, Skills, Knowledge, Experience   

Training:

 

You will participate in a structured development programme where you will be provided with on-the-job training consisting of a mix of classroom sessions, eLearning, webinars, recorded videos, self-study and reading.  Upon successful completion of the programme, there is potential to progress into specialist or technical roles.

Experience: 

 

2+ years of experience in performing and checking core UK retirement work in a client-service oriented environment with large corporate defined benefit plans  Must have experience with funding valuations, accounting expense valuations or manual calculations Experience in checking and providing development feedback to analysts

 

Skills: 

 

Good verbal and written communication skills Ownership & Accountability Learning Agility Client focus Strong analytical and interpretational skills including ability to draw conclusions and identify trends from data in a logical, systematic way Advanced Microsoft Office skills, particularly in  Excel Adept at successfully managing multiple projects within specified guidelines Strong leadership qualities Ability to prioritize and organize tasks, accomplish within stipulated timelines Strong rapport with stakeholders and client teams

 

Knowledge:

 

In-depth knowledge of Retirement Good knowledge of valuation tools and systems 

 

Qualifications: 

 

Graduation / Post Graduation Degree required, in a program with heavy emphasis on mathematics, statistics or economics